- Map referral partners who feed cleanout work3 hours
Assumption: Families who must empty a home after a death, move to assisted living, or downsize will pay one accountable coordinator instead of juggling haulers, charities, and resellers. That is unproven until partners and competitors confirm it.
Evidence you gather here: This step produces one written note for each of five local referral sources: probate and estate attorneys, senior-move managers, real-estate agents, and funeral directors. You are asking professionals for a short informational meeting with nothing to sell yet, so the conversation is research, not a pitch. Each note records who already handles cleanouts in your area, what families complain about, and what they pay — that picture is the demand the whole plan answers.
Build the list across at least three of the four categories, then book 15–20 minute calls or office visits, in person when you can. Ask the same five questions at every meeting:
- Who currently handles cleanouts in this area?
- What do families complain about most?
- What do they pay, and how is the fee structured?
- Which part of the work — sorting, hauling, resale — is hardest to place?
- Would you refer one accountable coordinator?
Write each person's page before the next meeting. Do not argue with their answers — their complaints are the product brief.
Funeral directors and senior-move managers see the need weeks before attorneys do, and they are almost never pitched. Interview those two groups and you will hear about demand nobody else is chasing.
Everything you hear is a grieving family's business. Treat names, addresses, and financial details as confidential, and repeat nothing from one partner to another.
Decision rule — stop number first: STOP if you cannot fill five notes, or if three or more partners say they would never refer a coordinator, or the competitor table below averages under about one job a month of demand you could reach. Only continue if at least three partners name a real fee families pay and say they would pass a name along — «Partner notes — five interviews · #» notes filed and «Who already quotes this work · #» competitors priced (avg. price «Who already quotes this work · Typical price · ⌀», avg. rating «Who already quotes this work · Rating (1-5) · ⌀») is the evidence that carries to outreach.
Decision: Keep only partners who named a fee and a referral path. The calculator below turns your counts into a warm pipeline — it computes, you do not type the result.
To do
Cover at least three of the four categories: attorney, senior-move manager, agent, funeral director. Use the NASMM and NAELA directories above plus local agent and funeral-home lists. Ask for 15–20 minutes as research, nothing for sale.
Same five questions every time: who handles cleanouts now, top family complaint, fee and structure, hardest part to place (sorting, hauling, resale), would you refer a coordinator. Write the note before the next meeting.
Log each rival's typical price and a 1–5 rating plus the complaint that opens the door for you. Read the averages back above before deciding.
Type your own partner count, referrals each, and avg fee; the card works out yearly jobs and pipeline value. Nothing to copy elsewhere.
To note down
OptionalRow number Name Firm Category Est. referrals / yr Referral terms / what they said Remove OptionalRow number Competitor Typical price Rating (1-5) Complaint / gap Remove Calculation
0 of 3 filled in- Referring partners filed
- Fill in
- Avg referrals each sends per year
- Fill in
- Avg competitor price
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The result appears once you fill in the values marked above.